AWM
Accurate Wealth Management Portfolio holdings
AUM
$654M
1-Year Return
20.1%
This Quarter Return
+7.1%
1 Year Return
+20.1%
3 Year Return
+78.34%
5 Year Return
–
10 Year Return
–
AUM
$272M
AUM Growth
+$31.9M
(+13%)
Cap. Flow
+$46.5M
Cap. Flow
% of AUM
17.1%
Top 10 Holdings %
Top 10 Hldgs %
32.18%
Holding
1,590
New
1,406
Increased
80
Reduced
100
Closed
3
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.99M |
| 2 |
Gilead Sciences
GILD
|
$3.73M |
| 3 |
AbbVie
ABBV
|
$3.63M |
| 4 |
Coca-Cola
KO
|
$3.32M |
| 5 |
Honeywell
HON
|
$3.28M |
Sector Composition
| 1 | Financials | 10.78% |
| 2 | Technology | 10.67% |
| 3 | Healthcare | 7.89% |
| 4 | Industrials | 5.64% |
| 5 | Consumer Discretionary | 5.37% |
